Overview of Predefined User Roles

Below you will find an overview of all user roles that have already been defined. The individual rights are divided into general access as well as read and write access for all workflows and settings.

You can adopt these defaults for your accommodation provider or customize all roles individually. You can find instructions on how to do this in the article User roles and rights.

Manager

Has all rights as well as unrestricted access to Lodgit Desk with the exception of user account management.

Reception

Has limited access to Lodgit Desk. All functions for editing bookings, guests and documents as well as access to booking-related statistics and settings are available. There is read access to the object management, price management, text management and extra item management.

Access to the following actions is available:

• Connect and disconnect from the database server
• Viewing and updating license data
• Settings window: Activate KassenSichV TSE
• Create, modify and delete bookings
• Setting the cleaning status via the occupancy schedule
• Creation and printing of electronic and simple registration forms
• Online modules: Manual synchronization
• Evaluation manager: Manual sending of data
• Cash register systems: Manual generation of the guest room file and readout of the turnover file
• Locking systems: Writing access media
• Generate offers, confirmations, invoices, receipts and guest letters
• Invoice cancellation
• Reprinting, sending as e-mail and fiscalization (TSE) of generated documents

There is read and write access to the following settings:

• Settings: Account Settings, Occupancy Plan, Bookings, Guest Features, Email Sending, Print/PDF, Letter Layout, Sender Address, Country Address Format, Reconfirmation Options
• Administration: Guest management
• Booking window: Simple registration form

There is read access to the following settings:

• Settings: Taxes, payment types, currency, number ranges, down payment options, invoice options, KassenSichV TSE, Kassa Austria RKSV.
• Management: object management, price management, extra item and package management, text management, rating manager

There is access to the following lists (including printing)

• Error log of the POS systems, event log of the online systems, TSE information window
• Administration: cash book, deletion log (bookings, correspondence, birthdays, evaluation manager)
• Lists: List of electronic registration slips, Cleaning list (+ export), Guest list, Check-in list, Check-out list, Lodging list, Extra item list, Overnight tax list, Deposit list

Reception (Limited)

Has limited access to Lodgit Desk.

There is access to the following actions:

• View and update license data
• Creating bookings with the help of the booking wizard
• Opening and viewing the data of the booking window
• Creation and printing of simple and electronic registration forms
• Online modules: Manual synchronisation
• Cash register systems: Manual generation of the guest room file and readout of the turnover file
• Locking systems: Writing access media
• Reprinting, sending as e-mail and fiscalization (TSE) of generated documents

There is read and write access to the following settings:

• Settings: Account settings
• Administration: Guest management

There is read access to the following settings:

• Settings: Occupancy schedule, bookings, guest functions, e-mail dispatch, print/PDF, letter layout.

There is access to the following lists (including printing)

• Error log of the POS systems, event log of the online systems, TSE information window
• Administration: Deletion log (bookings), correspondence, birthdays.
• Lists: list of electronic registration slips, cleaning list (+ export), guest list, check-in list, check-out list, extra item list

Revenue Manager

Has limited access to Lodgit Desk and access to settings and lists.

Has access to the following actions:

• Connect and disconnect from the database server
• View and update license data
• Opening and viewing the data of the booking window
• Settings window: Activate KassenSichV TSE
• Create and print simple registration forms
• Online modules: Manual synchronisation
• Evaluation manager: Manual sending of data
• Cash register systems: Manual generation of the guest room file and readout of the turnover file
• Reprinting, sending as e-mail and fiscalization (TSE, RKSV) of generated documents
• Performing the dunning run
• Creating a Z receipt and an X receipt in the cash book

There is read and write access to the following settings:

• Settings: Account settings, booking plan, bookings, guest features, taxes, payment types, currency, number ranges, email sending, print/PDF, letter layout, sender address, country address format, reconfirmation options, deposit options, invoice options, accounting export.
• Management: object management, price management, extra items and package management (+ export), text management, agent commission, valuation manager, GoBD journal export, synchronization and online modules
• Booking window: Simple reporting form
• Lists: Country settings of the accommodation statistics

There is read access to the following settings:

• Settings: KassenSichV TSE, Kassa Austria RKSV
• Administration: guest administration (+ export), TSE administration (expert mode)

There is access to the following lists (view, print, export)

• Error log of the POS systems, event log of the online systems, TSE information window
• Administration: cash book, cash statements (+ print archived statements), GoBD journal export, DSFinV-K export, deletion log (postings), correspondence, change log – invoices, financial reports, list of open invoices, birthdays, valuation manager.
• Lists: accommodation statistics, list of electronic registration slips, cleaning list, guest list, check-in list, check-out list, occupancy list, lodging list, extra item list, overnight tax list, down payment list, agent statistics, accounting export

Housekeeping

Has very limited access to Lodgit Desk.

• Setting the cleaning status via the occupancy schedule
• Settings: Account settings
• Lists: Cleaning list (view, print, export)

Bar and Restaurant

Has very limited access to Lodgit Desk.

• Opening and viewing the data of the booking window
• Settings: Account settings
• Read access to the extra item and package management
• Lists: Extra item list (view, print)

Auditor

Has read access to Lodgit Desk.

There is access to the following actions:

• Connect and disconnect from the database server
• View license data
• Opening and viewing the data of the booking window
• Viewing and reprinting generated documents
• Printing an X-receipt via the cash book

There is read access to the following settings:

• Settings: Account settings, booking plan, bookings, guest functions, taxes, payment types, currency, number ranges, e-mail dispatch, print/PDF, letter layout, sender address, country address format, reconfirmation options, down payment options, invoice options, backup, update, proxy, accounting export, KassenSichV TSE, Kassa Austria RKSV, locking systems, cash register systems, electronic registration certificate, XML booking interface.
• Administration: Object administration, price administration, extra items and package administration (+ export), text administration, agent commission, valuation manager, GoBD journal export, synchronization and online modules, XML booking interface, object IDs, guest administration (+ export), TSE administration (expert mode)
• Lists: Country settings of the accommodation statistics

There is access to the following lists (view, print, export)

• Error log of the POS systems, event log of the online systems, TSE information window
• Administration: cash book, cash statements (+ print archived statements), GoBD journal export, DSFinV-K export, deletion log (postings), correspondence, change log – invoices, financial reports, list of open invoices, birthdays, valuation manager.
• Lists: Accommodation statistics, list of electronic registration forms, cleaning list, guest list, check-in list, check-out list, occupancy list, lodging list, extra item list, overnight tax list, down payment list, agent statistics, occupancy and key figures, accounting export

The following functions are disabled

• Performing the accounting export: update the export status to “exported”.
• Accounting export (Datev): Editing the settings (“Consultant number”, “Client number” and “G/L account number length”)
• CSV export: add and manage the templates
• Automatic data synchronization with the rating portals
• Automatic data synchronization with the Lodgit server (synchronization)
• Automatic data synchronization via the XML booking interface
• Creation of tickets via the OTRS ticket system

Other

Has very limited access to Lodgit Desk.

• Settings: Account settings

System Administrator (SysAdmin)

Also, the predefined user “SysAdmin” is always available to you. If you are logged in as a system administrator, you have all rights as well as unrestricted access to Lodgit Desk. This includes the administration of user accounts. The user “SysAdmin” can neither be deleted nor changed.

The predefined credentials for the “SysAdmin” user are:

• username: admin
• password: admin

For security reasons, please change these credentials immediately after logging in for the first time via the settings > account settings.